Use Neat Without Subscription

15-09-2021

Use Neat Without Subscription

Contacts Without Subscription
Use Neat Without Subscription
Use Neat Scanner Without Subscription
Cancel Neat Subscription

A lot of users wonder if they can still use their Neat scanner without the software. The Neat Receipts scanner software and drivers are separate from Neat Receipts itself. As long as you have the scanner drivers installed on your machine, the Neat scanner will work with other programs, like FileCenter Receipts.

This is Neat's newest web app and New Neat Experience. The Neat cloud service allows you to add files – or access files – from anywhere!

Aug 31, 2020 Free trial: Individuals and businesses can enjoy a free trial of Neat’s premium software in two ways. They can either try the software free for 30 days or receive a full year of Premium software. Reconcile Your Transactions in One Place. Connect to any of +10,000 financial institutions and Neat will match receipts and invoices directly to your bank or credit card transactions. You can also connect to accounting systems you already use, like QuickBooks, making it easy to reconcile your books.

Quick guide to getting started with Neat

Check out our onboarding checklist to help with getting started.

Dashboard
Your dashboard provides you with updates about Neat and your account. Quickly access items, check your cashflow, or share ideas all from the Dashboard.
Transactions
Connect your financial accounts and stream in transactions to manage all your financial data in one place.
Reports
Review and create reports.
File Cabinet
Create your own folder structure to organize your items in Neat.
Monthly Cash Flow
Neat’s business health insights will provide you with the data and metrics you need to feel confident about your business – in real-time, on one screen on your Neat dashboard.
Needs Review
Check your dashboard for recently added items.
Add Item
Import, createm and check out other ways to add items to Neat.
Settings
Access various user, account, and billing settings.
Neat Tips
Check Neat Tips on your dashboard for tips on using Neat.
Quick Links
Quickly access your various item types from the Quick Links menu on your dashboard.
Release Notes
See notes on newly added functionality and features in Neat to make the most out of your experience.
Ideas Portal
Share your thoughts and feedback about Neat and your experience in the Ideas Portal! All changes in Neat are a direct result of customer feedback!
Help & Support
Quickly access the Neat Help Center articles and walkthroughs or open a case with support.

What are the system requirements for Neat?

Neat is a web-based cloud application that can be accessed using a web browser like Chrome (Recommended), FireFox, and Safari. You must have an active Neat Cloud subscription plan in order to use Neat.

Please Note: For the best experience, we recommend using Chrome.

How do I login and access Neat?

Go to app.neat.com
Enter your existing Neat user name and password credentials.

How do I get my items into Neat?

There are many ways to get items into Neat such as:

Snap a picture of your items with the Neat Mobile App.
Email items directly to your Neat account using Neat’s Neat Cloud email address feature.
Import items from your computer directly into New Neat.
Scan items into Neat using the Desktop Scan Utility.

How do I provide feedback on the Neat web app?

Please visit the Neat Ideas Portal to share your ideas and feedback on the Neat web app.

Contacts Without Subscription

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